Crescentis Capital Website Privacy Policy

This privacy notice tells you what to expect us to do with your personal information.

Contact details

Email: info@crescentiscapital.com

What information we collect, use, and why

We collect or use the following information to provide and improve products and services for clients:

  • Names and contact details
  • Addresses
  • Occupation
  • Usage data (including information about how you interact with and use our website, products and services)
  • Website user information

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:

  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
    • communicating with you,
    • improving our business and services to you,
    • improving our Websites and
    • preventing fraud or misuse of our Websites

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

How long we keep information

We only retain your information for as long as is necessary for us to use your information as described above, where it is in our legitimate interest, or to comply with our legal obligations. Please be advised that we may retain some of your information after we cease our relationship with you, for instance if this is necessary to meet our legal obligations, such as retaining the information for tax and accounting purposes or to comply with financial services regulations.

  • When determining the relevant retention periods, we will take into account factors including:
  • (a) our contractual obligations and rights in relation to the information involved;
  • (b) legal obligation(s) under applicable law to retain data for a certain period of time;
  • (c) our legitimate interest;
  • (d) statute of limitations under applicable law(s);
  • (e) (potential) disputes;
  • (f) if you have made a request to have your information deleted; and
  • (g) guidelines issued by relevant data protection authorities.

Otherwise, we securely erase your information once this is no longer needed.

Who we share information with

Business processes

In connection with our day to day business processes, we share your personal information with third parties who perform functions on our behalf and who also provide services to us, such as professional advisors, IT consultants carrying out testing and development work on our business technology systems and function co-ordinators. These third parties comply with similar and equally stringent undertakings of privacy and confidentiality.

Establishing a fund

Personal information relating to potential investors in new Crescentis Capital funds (and their representatives) will be shared with third parties who provide services to us in connection with the establishment of the fund, such as administrators, professional advisors and placing agents. These third parties comply with similar and equally stringent undertakings of privacy and confidentiality.

Sharing with group members and affiliates

We may share your personal information amongst our group members and affiliates in connection with the provision of services to you, for fund management purposes or for internal reasons, such as for business and operational purposes. Our group members and affiliates will only use your personal information for the purposes described in this privacy policy.

Other instances of sharing

As we continue to develop our business, we may sell or purchase assets. If another entity acquires us or merges with us your personal information will be disclosed to such entity.

Where required we share your personal information with third parties to comply with a legal obligation; when we believe in good faith that an applicable law requires it; at the request of governmental authorities conducting an investigation; to verify or enforce contracts or applicable policies; to detect and protect against fraud, or any technical or security vulnerabilities; to respond to an emergency; or otherwise to protect the rights, property, safety, or security of third parties, visitors to our websites, our businesses or the public.

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:           

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

Last updated

13/06/2025